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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,112 | $222,882-42.1% | $182,153-29.1% | $198,609-35.0% |
| Participation rate | 58.3% | 67.8%-9.4pp | 65.7%-7.4pp | 82.4%-24.0pp |
| Annual return | 13.52% | 38.53%-25.0pp | 35.04%-21.5pp | 202.70%-189.2pp |
| Employer contribution / active EE | $2,450 | $2,741-10.6% | $2,593-5.5% | $5,055-51.5% |
| Participant deferral / active EE | $6,844 | $4,212+62.5% | $3,776+81.2% | $6,977-1.9% |
| Admin fee / account holder | $1,772 | $8,972-80.3% | $9,477-81.3% | $19,030-90.7% |